Mission Wealth Management’s Markel Group MKL Stock Holding History

Mission Wealth Management’s Portfolio MKL Stock Details MKL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.02M	Buy	521 +61	+13%	+$114K	0.01%	477
2026 Q1	$880K	Sell	460 -1	-0.2%	-$2.03K	0.02%	346
2025 Q4	$991K	Hold	461	–	–	0.02%	336
2025 Q3	$881K	Hold	461	–	–	0.02%	362
2025 Q2	$920K	Hold	461	–	–	0.02%	344
2025 Q1	$862K	Sell	461 -1	-0.2%	-$1.84K	0.02%	338
2024 Q4	$797K	Buy	462 +1	+0.2%	+$1.66K	0.02%	331
2024 Q3	$723K	Hold	461	–	–	0.02%	355
2024 Q2	$726K	Sell	461 -3	-0.6%	-$4.66K	0.02%	335
2024 Q1	$706K	Buy	+464	New	+$680K	0.02%	360

Other funds holding MKL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

Mission Wealth Management's MKL Position: Q2 2026 in Review

Mission Wealth Management increased its Markel Group (MKL) stake by 13% in Q2 2026, buying an estimated $114K and bringing the position to 521 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #477.

Mission Wealth Management first reported a position in MKL in Q1 2024 and has held it in 10 quarters since. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Mission Wealth Management held 521 shares of Markel Group worth $1.02M as of Q2 2026.
Mission Wealth Management bought 61 Markel Group shares in Q2 2026, an estimated $114K.
Markel Group made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #477 holding.
Mission Wealth Management first reported a position in Markel Group in Q1 2024 and has held it in 10 quarters since.
925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.